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Aaron Michael Bartko

KEY Investment Services LLC

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About Aaron Michael Bartko

Aaron Michael Bartko is a financial advisor with Key Investment Services LLC, based in Brooklyn, OH. Aaron has been in the industry since 2007 and holds Series 6, 7, 63, and SIE licenses. Aaron has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Aaron specializes in providing portfolio management and selection of other advisors to their clients.

Firm Information

Aaron Bartko is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Bartko’s Registration & Firm History

OH

03/30/2011 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/13/2009 - 03/01/2011

PNC INVESTMENTS (PERRYSBURG OH)

OH

05/01/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (PERRYSBURG OH)

MN

03/19/2002 - 04/12/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/19/2002 - 04/12/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Michael Bartko.
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